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Kyle C
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Kyle Cavin is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, Cavin has been affiliated with the Scottish Rite Hospital for Children since 2006. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and manages both individual accounts and pooled investment vehicles, including a private fund.
Randall H
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Randall Hall is a financial advisor at Xenith Financial Advisory Services, LLC with seven years of industry experience and holds a Series 65 credential. He has worked at Xenith and Discover Market Wealth LLC since 2019 and is also a part-time Worship Pastor at First Baptist Church Duncanville, where he leads the choir and organizes worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analysis and manages both individual accounts and pooled investment vehicles.
Timothy W
Series 63, Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple firms including XF Investments, LLC and Fortune Financial Services, Inc., and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. Walsh is also involved in a nonprofit effort aimed at supporting church-planting initiatives. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis and manages both individual accounts and pooled investment vehicles.
Anand R
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Anand Rajagopalan is a Series 65-registered advisor with Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, and has three years of industry experience. He has worked at several firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, utilizing a blend of fundamental, quantitative, technical, and modern-portfolio-theory analysis. The firm manages both individual accounts and pooled investment vehicles, including private funds, and customizes investment policies for clients.
Robert J
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Robert Johnson is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, he has worked at McManus & Johnson Consulting Engineers, LLC since 2013. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a multifaceted investment approach that integrates fundamental, quantitative, technical, and modern-portfolio-theory analysis, offering both discretionary and non-discretionary management.
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